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Lifestyle Communities (LIC) investor relations material
Lifestyle Communities H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary27 Aug, 2025
Executive summary
FY25 was marked by a challenging first half, a recovery in the second, and a significant downturn in the Victorian property market, with 139 net sales (41 in H1, 98 in H2) and early signs of improvement into FY26.
A refreshed strategy was implemented, focusing on optimizing the development pipeline and evolving the business purpose to serve independent downsizers.
Major legal and regulatory impacts from a VCAT decision in July 2025 led to substantial write-downs and provisions, but the underlying business remains resilient and customer satisfaction improved year-over-year.
The company is appealing the VCAT decision and has implemented temporary changes to its contract structure.
Financial highlights
Statutory net loss after tax of $195.3m in FY25, driven by a $135.5m after-tax write-down of investment properties and a $54.5m after-tax provision for DMF repayment.
Underlying operating profit was $64.5M pre-tax, down 15% year-over-year due to lower new home settlements (268 vs. 311 prior year).
New home settlements fell 14% to 268, and new home sales dropped 63% to 139.
Positive operating cash flow of $4.6M in FY25, a $119.8M improvement from FY24.
Net debt peaked at $490M in May, reduced to $460.5M by year-end, with further deleveraging expected.
Outlook and guidance
FY26 is positioned as a reset year, with further de-leveraging and inventory reduction planned.
Net debt expected to fall below $360M by December 31, 2025.
New home settlement pipeline at 273 contracts as of August 22, with 162 for FY26.
No new project launches planned in FY26; focus is on stabilizing sales and optimizing the portfolio.
Anticipation of a growth cycle in FY27 and beyond, with pricing strategies to follow market conditions.
Detail new no exit fee option's market impact
What drives the FY26 working capital release?
Key outcomes of the capital needs review?
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Next Lifestyle Communities earnings date
AGM 202520 Nov, 2025
Next Lifestyle Communities earnings date
AGM 202520 Nov, 2025
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Frequently asked questions
Lifestyle Communities Limited is an Australia-based company specializing in the development, ownership, and management of affordable independent living residential land-lease communities. These communities are designed for working, semi-retired, and retired individuals over the age of 50, offering them an opportunity to downsize their family home, free up equity in retirement, and enjoy resort-style living. Lifestyle Communities' offerings include amenities such as pools, gyms, clubhouses, cinemas, lawn bowls, tennis courts, and more, catering to a lifestyle of leisure and convenience. The company is headquartered in South Melbourne, Australia, and its shares are listed on the Australian Stock Exchange.
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